Merchant West Investments
+27 21 492 0200 | invest@merchantwest.co.za
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Boutique Asset Management

Founded in 2012, Merchant West Investments has developed into a multi-strategy asset management business.

5 +YRS
Solid Growth
Merchant West Investments - Asset Management
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Merchant West Investments’ controlling shareholder is Merchant West Holdings (Pty) Ltd, one of the largest and most successful independent financial services businesses in South Africa. Merchant West Investments is well diversified, stable and has enjoyed pleasing growth emanating from a growing domestic and global client base.

INVESTMENT ADVANTAGE

Our research and investment framework, our way of thinking and the way in which we interpret publicly available information is unique to Merchant West Investments.

What we offer:

Investments in multiple funds such as the Flexible Income Fund, Managed Payers and Growers, Stable Payers and Growers, and the Value Fund

We do not charge performance fees and the cost of our portfolios are below the average in the market for active fund management

Investment opportunities into unique funds with over 80 stocks to invest in

Less restrictions to the value enabled to invest in

Access to all local asset classes with specialised representation

Invest with us today and benefit from wider investment opportunities and zero performance fees.

You can start investing with a lump sum payment from as little as R10 000.00 or a monthly deposit from R500.00.
INVESTMENT PHILOSOPHY

We place the highest priority on the stewardship of our client's assets. Always looking forward and adapting to evolving market conditions.

Our values:

We are passionate about investing
We strive for excellence
We prioritise our clients’ interests
We maintain the highest levels of integrity
We take pride in our people and invest in their future
We appreciate the value of diversity and teamwork

INVESTMENT PROCESS

Merchant West Investments’ research and investment framework allows us to deliver risk-adjusted real returns across the asset class spectrum without taking out-sized risks on our clients’ behalf.

We assess every security trading below its fair value against the broad macro environment to ensure that it remains attractive given the current circumstances and various factors at play in the market.

Our approach is also behavioural. We seek to exploit the behavioural biases of market participants in general (herding and chasing momentum). Our disciplined approach, applied within our research and investment framework, offers a compelling risk-adjusted version of value investing that represents an evolution of multi- strategy investing that is highly relevant today.

NEWSLETTER

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Merchant West Investments
6th Floor, The Terraces, 25 Protea Road
Claremont, Cape Town, 7708
+27 21 492 0200 |  invest@merchantwest.co.za

Merchant West Investments  FSP 44508

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